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Side-by-side financial comparison of Installed Building Products, Inc. (IBP) and LifeStance Health Group, Inc. (LFST). Click either name above to swap in a different company.
Installed Building Products, Inc. is the larger business by last-quarter revenue ($747.5M vs $382.2M, roughly 2.0× LifeStance Health Group, Inc.). Installed Building Products, Inc. runs the higher net margin — 10.2% vs 3.1%, a 7.2% gap on every dollar of revenue. On growth, LifeStance Health Group, Inc. posted the faster year-over-year revenue change (17.4% vs -0.4%). Installed Building Products, Inc. produced more free cash flow last quarter ($49.3M vs $46.6M). Over the past eight quarters, LifeStance Health Group, Inc.'s revenue compounded faster (12.8% CAGR vs 3.9%).
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
Lifestance Health (Lifestance) is an American outpatient behavioral health services provider. They provide their services in person and via tele-health. Their services include therapy, psychiatry, TMS, and ketamine therapies. They have landed in lawsuits multiple times over labor violations, leaking of customer information, and misleading investors.
IBP vs LFST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $747.5M | $382.2M |
| Net Profit | $76.6M | $11.7M |
| Gross Margin | 35.0% | — |
| Operating Margin | 14.6% | 4.7% |
| Net Margin | 10.2% | 3.1% |
| Revenue YoY | -0.4% | 17.4% |
| Net Profit YoY | 14.5% | 264.1% |
| EPS (diluted) | $2.81 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $747.5M | $382.2M | ||
| Q3 25 | $778.2M | $363.8M | ||
| Q2 25 | $760.3M | $345.3M | ||
| Q1 25 | $684.8M | $333.0M | ||
| Q4 24 | $750.2M | $325.5M | ||
| Q3 24 | $760.6M | $312.7M | ||
| Q2 24 | $737.6M | $312.3M | ||
| Q1 24 | $692.9M | $300.4M |
| Q4 25 | $76.6M | $11.7M | ||
| Q3 25 | $74.4M | $1.1M | ||
| Q2 25 | $69.0M | $-3.8M | ||
| Q1 25 | $45.4M | $709.0K | ||
| Q4 24 | $66.9M | $-7.1M | ||
| Q3 24 | $68.6M | $-6.0M | ||
| Q2 24 | $65.2M | $-23.3M | ||
| Q1 24 | $55.9M | $-21.1M |
| Q4 25 | 35.0% | — | ||
| Q3 25 | 34.0% | — | ||
| Q2 25 | 34.2% | — | ||
| Q1 25 | 32.7% | — | ||
| Q4 24 | 33.6% | — | ||
| Q3 24 | 33.8% | — | ||
| Q2 24 | 34.1% | — | ||
| Q1 24 | 33.8% | — |
| Q4 25 | 14.6% | 4.7% | ||
| Q3 25 | 13.7% | 2.0% | ||
| Q2 25 | 13.3% | -0.9% | ||
| Q1 25 | 10.2% | 0.5% | ||
| Q4 24 | 13.1% | 0.3% | ||
| Q3 24 | 13.3% | 0.0% | ||
| Q2 24 | 12.9% | -5.1% | ||
| Q1 24 | 12.7% | -5.6% |
| Q4 25 | 10.2% | 3.1% | ||
| Q3 25 | 9.6% | 0.3% | ||
| Q2 25 | 9.1% | -1.1% | ||
| Q1 25 | 6.6% | 0.2% | ||
| Q4 24 | 8.9% | -2.2% | ||
| Q3 24 | 9.0% | -1.9% | ||
| Q2 24 | 8.8% | -7.5% | ||
| Q1 24 | 8.1% | -7.0% |
| Q4 25 | $2.81 | — | ||
| Q3 25 | $2.74 | — | ||
| Q2 25 | $2.52 | — | ||
| Q1 25 | $1.64 | — | ||
| Q4 24 | $2.39 | — | ||
| Q3 24 | $2.44 | — | ||
| Q2 24 | $2.30 | — | ||
| Q1 24 | $1.97 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $321.9M | $248.6M |
| Total DebtLower is stronger | $886.6M | $282.8M |
| Stockholders' EquityBook value | $709.9M | $1.5B |
| Total Assets | $2.1B | $2.2B |
| Debt / EquityLower = less leverage | 1.25× | 0.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $321.9M | $248.6M | ||
| Q3 25 | $333.3M | $203.9M | ||
| Q2 25 | $305.2M | $188.9M | ||
| Q1 25 | $298.7M | $134.3M | ||
| Q4 24 | $327.6M | $154.6M | ||
| Q3 24 | $406.2M | $102.6M | ||
| Q2 24 | $380.3M | $87.0M | ||
| Q1 24 | $399.9M | $49.5M |
| Q4 25 | $886.6M | $282.8M | ||
| Q3 25 | $880.8M | $284.6M | ||
| Q2 25 | $876.1M | $286.4M | ||
| Q1 25 | $872.4M | $288.2M | ||
| Q4 24 | $874.8M | $290.0M | ||
| Q3 24 | $872.3M | $287.3M | ||
| Q2 24 | $875.8M | $288.0M | ||
| Q1 24 | $875.0M | $288.8M |
| Q4 25 | $709.9M | $1.5B | ||
| Q3 25 | $678.6M | $1.5B | ||
| Q2 25 | $664.5M | $1.5B | ||
| Q1 25 | $660.9M | $1.5B | ||
| Q4 24 | $705.3M | $1.4B | ||
| Q3 24 | $716.4M | $1.4B | ||
| Q2 24 | $685.3M | $1.4B | ||
| Q1 24 | $679.2M | $1.4B |
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.1B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $2.1B | $2.1B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $2.0B | $2.1B | ||
| Q1 24 | $2.0B | $2.1B |
| Q4 25 | 1.25× | 0.19× | ||
| Q3 25 | 1.30× | 0.19× | ||
| Q2 25 | 1.32× | 0.19× | ||
| Q1 25 | 1.32× | 0.20× | ||
| Q4 24 | 1.24× | 0.20× | ||
| Q3 24 | 1.22× | 0.20× | ||
| Q2 24 | 1.28× | 0.20× | ||
| Q1 24 | 1.29× | 0.20× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $64.9M | $57.6M |
| Free Cash FlowOCF − Capex | $49.3M | $46.6M |
| FCF MarginFCF / Revenue | 6.6% | 12.2% |
| Capex IntensityCapex / Revenue | 2.1% | 2.9% |
| Cash ConversionOCF / Net Profit | 0.85× | 4.93× |
| TTM Free Cash FlowTrailing 4 quarters | $300.8M | $110.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $64.9M | $57.6M | ||
| Q3 25 | $124.0M | $27.3M | ||
| Q2 25 | $90.4M | $64.4M | ||
| Q1 25 | $92.1M | $-3.1M | ||
| Q4 24 | $74.8M | $62.3M | ||
| Q3 24 | $101.4M | $22.7M | ||
| Q2 24 | $79.0M | $44.1M | ||
| Q1 24 | $84.8M | $-21.8M |
| Q4 25 | $49.3M | $46.6M | ||
| Q3 25 | $104.8M | $17.0M | ||
| Q2 25 | $74.8M | $56.6M | ||
| Q1 25 | $71.9M | $-10.3M | ||
| Q4 24 | $52.9M | $56.0M | ||
| Q3 24 | $77.3M | $17.7M | ||
| Q2 24 | $58.2M | $39.0M | ||
| Q1 24 | $63.0M | $-26.9M |
| Q4 25 | 6.6% | 12.2% | ||
| Q3 25 | 13.5% | 4.7% | ||
| Q2 25 | 9.8% | 16.4% | ||
| Q1 25 | 10.5% | -3.1% | ||
| Q4 24 | 7.1% | 17.2% | ||
| Q3 24 | 10.2% | 5.7% | ||
| Q2 24 | 7.9% | 12.5% | ||
| Q1 24 | 9.1% | -9.0% |
| Q4 25 | 2.1% | 2.9% | ||
| Q3 25 | 2.5% | 2.8% | ||
| Q2 25 | 2.1% | 2.2% | ||
| Q1 25 | 2.9% | 2.2% | ||
| Q4 24 | 2.9% | 1.9% | ||
| Q3 24 | 3.2% | 1.6% | ||
| Q2 24 | 2.8% | 1.6% | ||
| Q1 24 | 3.1% | 1.7% |
| Q4 25 | 0.85× | 4.93× | ||
| Q3 25 | 1.67× | 25.34× | ||
| Q2 25 | 1.31× | — | ||
| Q1 25 | 2.03× | -4.36× | ||
| Q4 24 | 1.12× | — | ||
| Q3 24 | 1.48× | — | ||
| Q2 24 | 1.21× | — | ||
| Q1 24 | 1.52× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
LFST
Segment breakdown not available.
